MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $791M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.33%
2 Technology 1.12%
3 Consumer Discretionary 0.88%
4 Financials 0.72%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$881K 0.3%
2,684
+133
52
$866K 0.29%
9,815
+69
53
$816K 0.27%
4,062
54
$789K 0.27%
10,051
55
$785K 0.26%
8,782
-34
56
$777K 0.26%
11,312
+6,249
57
$724K 0.24%
9,286
-26
58
$722K 0.24%
5,402
-60
59
$659K 0.22%
4,078
-10
60
$571K 0.19%
1,330
-29
61
$560K 0.19%
7,523
-358
62
$523K 0.18%
4,965
-85
63
$497K 0.17%
3,555
+232
64
$453K 0.15%
22,205
65
$426K 0.14%
8,111
66
$405K 0.14%
2,419
67
$363K 0.12%
3,159
68
$354K 0.12%
1,297
69
$338K 0.11%
5,664
70
$335K 0.11%
7,779
+345
71
$322K 0.11%
18,588
-630
72
$308K 0.1%
11,605
+1,155
73
$304K 0.1%
908
74
$297K 0.1%
6,387
-300
75
$296K 0.1%
1,845
-97